Adding and Managing Trusted Contacts

Trusted Contacts are managed through the Trusted Contacts section of the My Legacy Builder. You may add up to three contacts: • Primary Contact • Backup Contact • Second Backup Contact When adding a contact, you will provide their name, email address, phone number, and relationship to you. After being added, contacts will be invited to verify their participation. Once verified, they become eligible to assist with future confirmation requirements based on your settings. You can update contact information, replace contacts, or remove contacts at any time. Keeping your Trusted Contacts current is important. If contact information changes or a contact is no longer able to assist, you should update your selections to ensure your future plans remain protected.